We are live on ! Find out more
CVS icon

CVS Health

1,815 hedge funds and large institutions have $58.2B invested in CVS Health in 2020 Q3 according to their latest regulatory filings, with 114 funds opening new positions, 828 increasing their positions, 709 reducing their positions, and 144 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more call options, than puts

Call options by funds: $1.81B | Put options by funds: $1.16B

17% more repeat investments, than reductions

Existing positions increased: 828 | Existing positions reduced: 709

1.84% less ownership

Funds ownership: 78.06%76.22% (-1.8%)

3% less funds holding

Funds holding: 1,8631,815 (-48)

12% less capital invested

Capital invested by funds: $66.1B → $58.2B (-$7.97B)

21% less first-time investments, than exits

New positions opened: 114 | Existing positions closed: 144

45% less funds holding in top 10

Funds holding in top 10: 8446 (-38)

Holders
1,815
Holders Change
-48
Holders Change %
-2.58%
% of All Funds
36.62%
Holding in Top 10
46
Holding in Top 10 Change
-38
Holding in Top 10 Change %
-45.24%
% of All Funds
0.93%
New
114
Increased
828
Reduced
709
Closed
144
Calls
$1.81B
Puts
$1.16B
Net Calls
+$646M
Net Calls Change
-$38.2M
Name Holding Trade Value Shares
Change
Change in
Stake
NAS
1901
Nicolet Advisory Services
Wisconsin
-$249K -3,836 Closed
BI
1902
Bramshill Investments
Florida
-$243K -3,733 Closed
LA
1903
LVW Advisors
New York
-$242K -3,719 Closed
PWS
1904
Private Wealth Strategies
Ohio
-$237K -3,650 Closed
DMC
1905
Drexel Morgan & Co
Pennsylvania
-$236K -3,631 Closed
CSIC
1906
Clifford Swan Investment Counsel
California
-$234K -3,609 Closed
WCM
1907
Washburn Capital Management
Florida
-$234K -3,605 Closed
GAM
1908
Gould Asset Management
California
-$234K -3,600 Closed
MWM
1909
Mission Wealth Management
California
-$232K -3,567 Closed
UBV
1910
United Bank (Virginia)
Virginia
-$229K -3,530 Closed
RMDI
1911
R.M. Davis Inc
Maine
-$227K -3,491 Closed
HIS
1912
Harvest Investment Services
Illinois
-$226K -3,488 Closed
PBO
1913
Peoples Bank (Ohio)
Ohio
-$224K -3,455 Closed
W
1914
WealthStone
Ohio
-$224K -3,450 Closed
FSC
1915
Full Sail Capital
Oklahoma
-$224K -3,410 Closed
MHIC
1916
Marble Harbor Investment Counsel
Massachusetts
-$221K -3,406 Closed
EWM
1917
Evermay Wealth Management
Virginia
-$220K -3,385 Closed
CF
1918
Corrigan Financial
Rhode Island
-$220K -3,383 Closed
MGIA
1919
Moneta Group Investment Advisors
Missouri
-$217K -3,340 Closed
BMO
1920
Beck Mack & Oliver
New York
-$213K -3,271 Closed
WTFG
1921
Wells Trecaso Financial Group
Ohio
-$208K -3,207 Closed
PFA
1922
Pure Financial Advisors
California
-$208K -3,199 Closed
GDP
1923
Great Diamond Partners
Maine
-$207K -3,189 Closed
TVAMP
1924
Tennessee Valley Asset Management Partners
Tennessee
-$205K -3,153 Closed
TIA
1925
Tiemann Investment Advisors
California
-$205K -3,153 Closed

CVS Hedge Fund Activity: Q3 2020 in Review

1,815 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in CVS Health (CVS) for Q3 2020, worth a combined $58.2B — down 12% from $66.1B a quarter earlier.

Sellers outnumbered buyers: 144 funds closed out of CVS and 114 opened new positions — a net loss of 30 holders — while 709 trimmed existing stakes and 828 added.

The largest buyer was Capital World Investors, adding an estimated $408M. The largest seller was Capital International Investors, cutting an estimated $708M.

  • 1,815 institutional investors held CVS Health (CVS) as of Q3 2020, down from 1,863 in Q2 2020.
  • Funds reported $58.2B of CVS Health stock for Q3 2020, down 12% quarter-over-quarter.
  • 114 funds opened new CVS Health positions in Q3 2020 and 144 closed out, a net change of -30 holders.
  • The largest CVS Health buyer in Q3 2020 was Capital World Investors, an estimated $408M added.
  • The largest CVS Health seller in Q3 2020 was Capital International Investors, an estimated $708M sold.

Based on aggregated 13F filings for Q3 2020.